Alternatives to ProcessPlan
Compare ProcessPlan alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to ProcessPlan in 2025. Compare features, ratings, user reviews, pricing, and more from ProcessPlan competitors and alternatives in order to make an informed decision for your business.
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Jotform
Jotform
Trusted by over 25 million users, Jotform is an all-in-one, no-code platform that simplifies data collection, automation, and online sales. Using its drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, payments, and e-signatures. With 10,000+ templates and advanced features like conditional logic and 200+ integrations, Jotform streamlines workflows. Jotform's AI-powered Agents provide real-time customer support, guiding users through form submissions, answering questions, and ensuring a smooth experience while reducing manual intervention. These AI agents learn from interactions to improve responses, enhancing efficiency and customer satisfaction. The platform also includes a Store Builder to sell products and services, accept payments through 30+ gateways, and tools like Approvals and Report Builder to automate workflows and generate actionable insights. -
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Process Street
Process Street
Process Street is an AI-powered compliance operations platform that automates complex workflows, enforces standards, and tracks audit data in real time. Teams use it to create structured SOPs, assign tasks, collect data, and monitor execution with intelligent oversight. From onboarding and audits to vendor management and document control, Process Street ensures every step is followed and every action is logged. Built for regulated industries like financial services, healthcare, and manufacturing, it supports frameworks such as ISO, SOC 2, SOX, and HIPAA. With role-based permissions, audit logs, and powerful integrations, Process Street replaces static documents, spreadsheets, and manual processes with a single automated system of record. Use AI to streamline approvals, catch risks early, and generate audit-ready evidence. Trusted by teams at Cargill, DoorDash, Farmers Insurance, and Hartford Healthcare. -
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Titan
Titan
Bend, don’t break with Titan’s flexible business solutions and forms for Salesforce. Our scalable Salesforce Forms and software is rapidly developing a reputation as the gold-standard in Salesforce integration, and it’s easy to see why. Slash time to market, nuke code, and tackle any use case on a single platform. Our best-of-breed forms in Salesforce and applications cater to any industry and it’s our mission to provide custom solutions for difficult problems. Build web portals, sign documents, generate docs, send surveys, automate contracts, fill out forms in Salesforce, and so much more in just a few simple clicks. No code required and AI assisted! This is all 100% Salesforce integrated, empowering you to send data to the #1 CRM and pull it back in real-time. No other product on the market does it better or faster. Our customers and partners are the heartbeat of Titan. If you need a feature, simply request it via our Titan X Lab and we will consider it for our roadmap! -
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SafetyCulture
SafetyCulture
SafetyCulture is a workplace operations platform trusted by 85,000+ teams to work safely, meet higher standards, and improve every day. 1. Streamline operations by eliminating paper processes - with simple checklists your teams can complete on any device. 2. Get the job done with seamless task and issue management - whether a team member spots something that needs fixing during an inspection, or while on the go, it’s easy to create and assign tasks to hold the right people accountable. 3. Reduce downtime with total asset visibility - gain unique visibility via sensors and telematics data o 4. Onboard, train, and upskill teams seamlessly - deliver bite-sized training that fits into the flow of your team’s work. No matter the device or location. 5. Workplace communications fit for the frontline - close the communication gap with a message system frontline teams love to use. -
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Epsilon3
Epsilon3
Epsilon3 is an AI-powered procedure and resource management tool designed for teams building, testing, and operating advanced products and systems. ✔ Standardize & Optimize Processes Our interoperable procedure execution system replaces inefficient checklists managed with paper, spreadsheets, docs, and outdated planning tools. Automatically track every step to ensure quality, consistency, and traceability. ✔ Fuel Rapid Iteration & Innovation Built-in version control, conditional workflows, and real-time data synchronization keep teams on the same page. Enable continuous improvement and quick, data-driven decisions to stay far ahead of the competition. ✔ Streamline & Scale Operations Securely integrate siloed systems and automate error-prone tasks to boost productivity and prevent delays. Simplify training, reduce costs, and maintain efficiency as your operations expand to meet demand. Trusted by industry leaders like NASA, Firefly Aerospace, and Commonwealth Fusion. -
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ClickUp
ClickUp
ClickUp is the future of work with tasks, docs, goals, project management and more. Data silos and duplicate spend have no place in a modern workplace. ClickUp brings all of your work into one place—one app to replace them all. Whether you're proofing ads or working on sprints, ClickUp is fully customizable for every type and size of team. Built for teams of all sizes and industries, ClickUp’s fully customizable and proprietary features make it a must-have for any teams that want to keep everything from design to development in one place. ClickUp AI is a role-based AI assistant that helps software teams use artificial intelligence to streamline workflows, save time, and enhance creativity. ClickUp AI provides more than 100 templated prompts that are tailored to users. These prompts were developed in partnership with workplace experts across industries. ClickUp AI can be used for AI writing, AI coding, summarizing, writing briefs, sales/marketing emails, and more.Starting Price: $5/user/month -
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IBM Blueworks Live is a cloud-based business process modeling tool that helps you discover, map and document your processes. It is easy to use, allowing you to learn and perform business process modeling in minutes. With Blueworks Live you can: Simplify business process modeling Quickly build business processes in a straightforward, cloud-based interface designed for both IT and business users. Improve process efficiency and accuracy A central process repository eliminates version control and consistency issues by providing users real-time access to process workflows. Enhance cross-team collaboration A shared team workspace engages all business process owners, encouraging cross-team participation and continuous process improvement.Starting Price: $53/month/user
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Document360
Kovai
Document360 is an AI-powered Knowledge base platform designed to streamline knowledge management in organizations. It helps teams create, manage, and publish content effortlessly, ensuring clarity and accessibility for users. Use Cases Knowledge Base for Customers and Teams: Offer a seamless self-service experience with AI search, auto-tagging, and analytics to boost productivity and reduce support queries. IT Documentation (Including API Docs) Simplify technical documentation with markdown support, version control, and API-friendly features like code embedding and AI-driven insights. Standard Operating Procedures (SOPs) Maintain consistent workflows with centralized SOPs, AI content suggestions, and easy updates for team alignment. User Manuals Deliver user-friendly manuals with customization, localization, and AI tools for faster, polished content.Starting Price: contact us -
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Camunda
Camunda
Camunda enables organizations to orchestrate and automate processes across people, systems, and devices to continuously overcome complexity, increase efficiency, and fully operationalize AI. Built for business and IT users, Camunda’s leading orchestration and automation platform executes any process at the required speed and scale to remain competitive without compromising security and governance. Over 700 companies across all industries, including Atlassian, ING, and Vodafone trust Camunda with the design, orchestration, automation, and improvement of their business-critical processes to accelerate digital transformation. To learn more visit camunda.com. -
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SearchExpress
SearchExpress
Affordable Document Management Eliminate paper and automate processes with a digital office. SearchExpress document management software lets you workflow and share scanned documents as well as eForms, Word and Excel files. Employees can access documents from their PC, tablet or smartphone. Machine Learning SearchExpress can use Artificial Intelligence to replace manual data entry. For example, for invoices SearchExpress can use the pre-trained Microsoft Machine Learning AI to automatically extract the data on the invoices, with no trained needed. Manage Documents SearchExpress provides search and document workflow to automate business processes and ensure people have the information they need, at the time they need it. The SearchExpress Voice Digital Assistant, Cyber Express, provides speech queries of your business’s data, with verbal responses, from smart speaker or smartphone. Available in cloud and on-premises versions.Starting Price: $39/user/month Cloud. -
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Flokzu
Flokzu
Powerful cloud BPM and Workflow Suite, made agile & friendly. Flokzu is a no-code / low-code SaaS to define and automate business processes and workflows between people, involving electronic forms. It enhances the collaboration between people who perform different tasks in an organization or team. You have in just one place every form, document or file, search through them, manage pending tasks, define alerts, and integrate with other systems, eliminating the need of complex spreadsheets and endless emails. Flokzu was a spin-off of a company with +18 years of experience in the corporate Business Process Management (BPM) world and several global awards. We felt the market needed a powerful solution on the cloud, yet simple and affordable. We wanted to democratize the technology behind process automation. We created a powerful enough tool to run complex business processes but also easy to use and show results in hours. Join +10.000 subscribed organizations from +140 countries!Starting Price: $18.00/month/user -
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Theum
Theum AG
Theum is cutting-edge software that combines comprehensive knowledge management technology with the power of generative AI to create the ultimate platform for automating and controlling your organization’s knowledge flows and realizing the maximum value of your knowledge assets. - Automate complex requirements for aggregating, curating, synchronizing, securing, converting, publishing, and delivering knowledge from every silo - Enable fast retrieval of the exact, detailed knowledge needed for any task with state-of-the-art, multilingual semantic search enhanced with one-of-a-kind, intelligent context guidance - Empower users with the analytical power of ChatGPT, ready-to-use with a few clicks and seamlessly integrated with your knowledge - Improve knowledge quality and impact by measuring user engagement, access patterns, trending needs, knowledge hotspots, and more - Eliminate unscalable AI development, uncontrolled knowledge flows, and the risk of unapproved knowledgeStarting Price: $990 per month -
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Opus●Guide
Opus●Guide
Opus●Guide is a tool to systematize your business. Create and manage processes, SOPs, onboarding, training, and knowledge. Chrome extension to generate documents fast, Follow your usual process, just click on buttons. Captures automatically and your process instruction is generated. Finalize your process instruction, and assign roles for easy access to an organization. Systematize your business seamlessly. With our extension, you can quickly capture your screen and create beautiful instructions with screenshots. Create step-by-step instructions in seconds. Capture screenshots, just by clicking on buttons. With Opus●Guide you can create step-by-step instructions in seconds. Click "start" in the extension to automatically capture screenshots and highlight the pointer while you do your process. Edit your newly created instruction.Starting Price: $6/month -
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Lucidchart
Lucid Software
Lucidchart is an advanced diagramming tool designed to help businesses and teams optimize their processes, systems, and workflows with intelligent, data-driven diagrams. The platform combines powerful AI features, such as AI-generated diagrams, data linking, and real-time collaboration, to make visualizing complex systems and architectures faster and more efficient. Lucidchart supports multiple use cases, including process maps, flowcharts, technical diagrams, organizational charts, and systems planning. Its seamless integrations with popular apps like Jira, Confluence, Slack, and Teams allow for enhanced collaboration, enabling teams to align on priorities and act on insights quickly. Lucidchart is the perfect tool for anyone looking to create professional diagrams in less time, while fostering better decision-making and innovation.Starting Price: $7.95/month/user -
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SweetProcess
SweetProcess
Stop doing it all yourself, use SweetProcess to document all those repetitive tasks that eat up your precious time, so you can grow your team and grow your business. Document how things get done. Finally, get those repetitive tasks out of your head and documented, so you’re not stuck doing everything yourself, forever. Whether you manage a team or you’re hiring your first employee, SweetProcess gives you the systemization you need to scale and grow your business. Focus on the work that matters. Document processes, procedures and tasks in one place so you can stay focused on growing your business. Whether you manage a team or you’re hiring your first employee, SweetProcess gives you the systemization you need to scale and grow your business. Empower your team with all the information they need to do their job right. By documenting repetitive tasks in one place there's less emails and no more guesswork.Starting Price: $99 per month -
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Miro
Miro
Keep your team's minds in sync with Miro (formerly RealtimeBoard and AWW app). A virtual whiteboard and remote collaboration tool, Miro helps cross-functional teams work more efficiently together to build great things. The platform allows teams to ideate, visualize, and share ideas without any boundaries. It comes with over 200 pre-made templates for capturing and visualizing ideas, collaboration tools such as comments, chat, screen sharing, and video chat, and integrations with popular business tools. Miro AI. You and your team, supercharged. You're here to create the next big thing and we're here to help. Unlock the power of your ideas with Miro AI – your new launchpad for creativity, collaboration, and productivity.Starting Price: $8 per month -
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TeamFlow
TeamFlow
Create clear and consistent process diagrams. Make it easy for everyone in your organization to understand what's going on. Build a Process Repository for your organization. This gives your team a single source of truth for all your process documentation. With TeamFlow® your diagram is more than just a picture. Each diagram is a fully-featured graph data model of your process. TeamFlow® uses a universal data model giving you more than just a picture. Jump right in and create your process diagram in seconds. Drag and drop tasks, meetings, decisions and more to bring your process to life. Easily visualize your process with clean shapes and colors so that everyone in your organization can understand your process flows. TeamFlow® uses a simple and easy-to-understand design language so that your process diagrams have a consistent look each and every time. TeamFlow® is committed to privacy and security at every level.Starting Price: $10 per month -
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Comm'ant
Comm'ant Nederland BV
Comm'ant is a BPM & QHSE management system (SaaS/Cloud/On-Prem) Comm'ant Process & Forms is used for integrated process management, quality management, continuous improvement (PDCA/DMAIC). Comm'ant improves the collaboration and results: People / Process / Performance Key functionalities: 1. Process-chain structuring, process modeling, input/output mapping, process documentation 2. Process controls mapping (IT, HR, CPI's, Standards, Risk and Control, Knowledge) 3. Secure access (SSO / MFA / MS Azure AD sync) 4. Personal and job related information (MyComm'ant) 5. Multi language & automatic translation (via deepl.com over) 6. Single company management system / corporate multi-site management systems 7. Registration tools, case management tools with workflow, actions, notifications, reporting, dashboard. (no-code apps)Starting Price: €210 per month -
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Integrify
Integrify
Integrify is a low-code, cloud-based workflow automation platform that helps businesses build automated processes, design dynamic forms, create self-service portals and dashboards, track performance, and review activity audit trails. Thanks to our open API, Integrify can integrate with most enterprise applications like ERP, CRM, HRIS, etc. That means our customers can freely move data between systems as part of any process. We also offer a dedicated account manager, full implementation services, and coaching to help make every automation project successful. -Unlimited Forms -Unlimited Processes -Unlimited File/Document Storage -Unlimited Transactions/Requests -Unlimited Audit Trails -Unlimited Reports/Dashboards -Branded Self-Service Portal -API Integration -Free Workflow App Starter Templates -Dedicated Account ManagerStarting Price: $30/mo/user -
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Gluu
Gluu
Gluu is a process operations platform that connects how you design work with how teams run it. Map end-to-end processes with roles, controls and SOPs, then publish to web, iOS and Android. Turn flows into execution: schedule checklists, recurring tasks and case workflows with owners, due dates, approvals and required evidence. Frontline users get the right task, instruction and form at the right time; managers see progress and handoffs in real time. Capture data with no-code forms, automate reminders and reports, and keep versioning with a complete activity trail. Log issues, incidents and CAPAs in context, link risks and controls, and prove standard work was followed—every time. Portfolio views track projects and cases against shared templates across sites. Outcome: consistent execution, faster onboarding and fewer errors—without adding headcount. “Gluu lets us see if tasks haven't been done and if work is not flowing - in the entire value chain.” — Hans Jørgen Ebbesen, CEO, CJStarting Price: €2 / month / user -
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Process Documenter Plus
Forbattring
Standardize and automate, central storage, gain meaningful information and create procedures and process flows in one place. Process Documenter Plus can help you document, identify, collaborate and reduce bottlenecks in your business processes saving you time and money. Reduce the amount of time to write quality procedures through voice to text and automated screen captures. Use one of our templates or have us create one that fits your company's needs. Create a since of quality and consistency from all procedures Meet ISO standardization on documentation. Be able to collaborate, approve and version procedures with easy. Add LMS training files to system for employees to learn and maintain a knowledge base. Spend less time focused on where procedures are and more time making them great for your audience. -
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ProcessMaker
ProcessMaker
ProcessMaker is an open source business process management (BPM) and workflow management software solution. Featuring an intuitive and user-friendly drag-and-drop interface, ProcessMaker allows users to improve efficiency as they build, run, report, and optimize their business processes. For a highly efficient, production-ready, and multi-language compatible BPM platform, turn to ProcessMaker. Core features include Rest API, responsive form designer, basic dashboards, output document builder, user portals and cases inbox, user management, among others.Starting Price: $1,500 per month -
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HEFLO
HEFLO
BPMN 2.0 modeling in the cloud, complete documentation, publication, approval and feedback. Define responsibilities, tasks, deadlines, forms and standardize the operation. Generate indicators. It’s time to put the house in order. Define processes, clarify responsibilities on your team, set up forms and deadlines, and standardize the operation. Get to know HEFLO’s business process control capabilities and turn your business into an competitive organization. With the HEFLO management panels you can make decisions based on real facts. Management is better with numbers.Starting Price: $10 per user per month -
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Scribe
Scribe
Share how-to in seconds. Automatically generate step-by-step guides for any task. Spend less time explaining and more time doing. Scribe captures your processes behind the scenes while you work. Just click “Start Recording.” Scribe auto-generates a visual step-by-step guide based on your workflow. Share Scribes in an instant. The best part? The links are always up to date. You’re the best at what you do. Now show everyone how it’s done. With Scribe, it’ll only take seconds. Ditch the copy-paste with automatically generated step-by-step guides. Personalize instructions with customizable text, steps and images. Disseminate know-how fast with one-click sharing. Reduce repeat questions by embedding Scribes in existing tools. Move fast while reducing risk with auto-redaction for sensitive information. Protect your know-how with enterprise-grade security and controls.Starting Price: $29 per month -
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Paxray
Paxray
Paxray, is a hybrid platform combining process and task mining functionality with no integration headaches (as required by traditional process mining solutions) and all on-premise or in a client's private cloud, alleviating security concerns when sensitive data is handled. All data is processed and analyzed on site. Accurately identify business process improvements, automation potential, check compliance, check software license overspends, automatically create workflow and RPA documentation, time factoring, case ID tracking. Automatic detection of all current live workflows Extensive anonymization rulesStarting Price: $10,000 -
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Trace
Tracework.ai
Struggling to onboard new team members or hand over tasks quickly? 🚀 Trace helps you document best-practice workflows and hack-arounds in seconds; making onboarding, async demos, and knowledge sharing seamless. Capture and share how-to guides in seconds. Instantly create step-by-step instructions for any task—so you can stop repeating yourself and focus on the work that matters. Trace records your process quietly in the background as you go. Just hit “Start Recording.” It automatically turns your actions into a clear, visual guide. Share it instantly with your team. The best part? The links always reflect the latest version. You’re great at what you do—now let others learn from you. With Trace, it only takes moments. Skip the manual documentation with guides that write themselves. Customize each guide with your own notes, images, and steps. Share knowledge effortlessly with one-click access. Cut down on repeat questions by embedding guides directly into your existing tools.Starting Price: $78 Lifetime deal -
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Pellio
Pellio
Manage all your business processes with our intuitive software platform. Create enterprise level processes, manage and share them with your entire organization the easy way. Managers get to spend only 50% of their working hours for the company's strategic priorities. Set the daily tasks for your employees and put your time to better use, growing your business. Set step-by-step instructions for your team to follow. Let employees execute their pre-assigned tasks, track their daily progress and get the satisfaction of a job well done. Tell your team what to do and how to do it. Prioritize their tasks and tell them who to escalate to, if necessary. Never spend another minute explaining people how to do their job. Forget company memos or looking for them in a drawer or a binder. Put your processes on a desktop, tablet or phone. Allow different access levels to your employees, depending on their company role (export to PDF or Doc format is also available). -
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Salto
Salto
Salto simplifies, streamlines and automates the day-to-day efforts of business operations teams. By translating the configuration of business applications to a structured textual representation, Salto's platform unlocks unprecedented agility, scale and accuracy. Salto created a structured language that enables text-search, re-use of configs, in-line documentation, and more, our built-in Git client allows you to easily audit and document changes, debug and revert to previous versions. Finally, we enable you to automate tasks and processes that will save you time, and reduce human errors, bugs and breaks. Our approach stems from importing foundational best practices from the software development world and applying them to business application configuration. In the same spirit, Salto is an open source company and has an open architecture, which enables you to use it along with your other tools, such as CI servers, Git, Jira, and others. -
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BatchMan
HONICO Systems
BatchMan is a Workload Automation and Job Scheduling software with market experience of more than 20 years. Automate and monitor your business processes for SAP and nonSAP from a single point of control: By swiftly processing any kind of background jobs and smoothly integrating with the SAP Standard system, BatchMan enables central, cross-system control and administration of your IT tasks and other processes, hybrid, on-premise or in the Cloud. Why BatchMan WLA? • Central planning, control & monitoring of cross-system processes (SAP / non-SAP) • Automatic recovery functions & alerting • File backup & switchover functionality in case of maintenance or failures • Completely integrated process documentation, • Change history and error acknowledgements • Extensive possibilities for reporting and mass changes • Graphical modeling of process chains • SAP S/4HANA certified -
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Tettra
Tettra
Tettra is an internal knowledge base with smart workflows to help you answer repetitive questions. Tettra helps you document important processes, policies, and procedures in one centralized place. This makes onboarding new teammates much faster and answering questions less repetitive. Most of our time is spent in cloud apps. As software continues to eat the world, the amount of information we create and the number of tools we use continues to rise. With all this information comes downsides. This fragmentation of tools and teams makes it tough to share context and agree on the best decisions, especially cross-functionally. On growing teams, your best employees shouldn't be bogged down by repetitive questions. To move fast, everyone needs access to the same information and principles. Your internal knowledge base will only be successful if everyone contributes to it. Tettra makes it easy for anyone to contribute knowledge by referencing content in other systems.Starting Price: $99 per month -
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SmartDraw
SmartDraw
SmartDraw is a data-driven diagramming and collaboration solution that can replace Lucidchart, Visio, or Miro at your enterprise. Get all the features you need at a more affordable price: - Sophisticated diagramming that lets your team make flowcharts, organizational charts, floor plans, CAD drawings, project charts, network diagrams, UML diagrams, AWS, Azure, and more - Whiteboarding and real-time collaboration - Powerful integrations that allow you to generate diagrams from data automatically - Migrate your existing Visio and Lucidchart files in bulk SmartDraw will save files directly to OneDrive, SharePoint, or Google Drive, giving you full control of your data. Minimize risk, simplify compliance, and increase data security. SmartDraw also works hand in glove with your existing IT infrastructure without disruption. You can provision users, save files, and set permissions entirely inside the Microsoft or Google enterprise stack.Starting Price: $10.95 per user per month -
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Navvia
Consulting-Portal
The Navvia Process Designer is the easiest and most cost-effective way to design and document processes. With features such as prebuilt templates, easy-to-draw flowcharts, automated document creation, requirements gathering, and online collaboration & sharing, the Navvia Process Designer will save you time and money. It’s the perfect solution for ITSM practitioners, process analysts, consulting companies or tool implementers. -
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Checkify
Checkify
Get the right things done, by the right people, in the right order and at the right time. Most of us humans forget things and make mistakes Checklists can help fix that. The easiest way to create & manage team tasks, checklists, business processes and workflow in one place. Every business is made up of processes and tasks. Managing these can be difficult. Checkify is a simple and easy way to manage checklists, tasks, and processes all in one place. Enabling tasks and processes to run smoothly, consistently and reduce mistakes. Increase productivity while guaranteeing things get done how you want every time! Checklists guide your team to get things done perfectly every time. Empower your team to fly and achieve more using checklists. One-off tasks, recurring tasks and tasks for others. Manage tasks, assign, schedule and manage workflow. Know who is doing what and where it is at any time. How long has a task taken, identify how it could be improved.Starting Price: $10.83 per month -
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Work-Relay
Neostella
Extend the power of Salesforce to keep critical work moving smoothly, and ensure it’s completed on time. Work-Relay centralizes workflow management and automation improves communication among team members, and tracks progress in real-time. Say goodbye to juggling multiple apps. Bring teams, tools, and data together in one central hub. Integrate tools and keep everything synced. Merge orders, inventory, and client management systems. With integrated communication tools, teams stay connected and informed every step of the way. Managing work from a single location provides the visibility needed to make smarter decisions and prioritize the right work. Automate forms, tasks, and workflows so your team can work with increased speed and predictability. As tasks progress from one team or phase to another, seamless transitions ensure continuity and reduce downtime. See the full spectrum of tasks, from incoming orders to installation schedules, all in a centralized dashboard.Starting Price: $35 per month -
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Treeno Workflow Management
Treeno Software
Treeno Workflow Automation solutions eliminate repetitive tasks that often involve time-consuming bottlenecks and paper shuffling. With Treeno’s electronic workflow management tools, you automate each step in your organization’s business processes. As documents and files enter a workflow, they are securely routed to the right people at the right time. Powerful reporting capabilities allow you to monitor and track a document’s progress and anticipate any performance issues before they occur. Your departments are free to handle more productive tasks. Treeno Workflow Management System lets you streamline your repetitive business processes. Treeno Document Management has all the features and functions of an enterprise-class electronic document management system without the high cost. Secure collaboration as documents are routed from one user to another. Workflow management reports identifying performance bottlenecks.Starting Price: $50 per month -
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BlueRelay
Indellient
Enhance customer experience in Client Communications by improving document accuracy and processing time. Blue Relay makes Client Communications Management easy by Automating Workflows and Business Processes. Blue Relay also provides total visibility with Resource Management featuring customizable dashboards and reports. Compliance and SLA Adherence are improved by powerful features supporting the exchange of detailed requests that include inline annotations, comments, document compare, and checklists. A Large Customer Communications Service Provider used these capabilities and more to significantly reduce operational cost, effort, and errors. Proof of the value of Blue Relay to our clients has been demonstrated by their growing adoption of the product, empowering increased portions of their workforce. Custom checklists make sure critical processing steps are followed consistently and uniformly across the team.Starting Price: $10.00/month/user -
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WorkStreams
CyGen Technologies
WorkStreams TM Workflow Management System improves business process efficiencies by Integrating People, Process, Data, and Documents (P2D2). Even with workers and business partners in multiple locations, tasks and schedules are always clear. Business processes can be custom configured and managed with this program. The core benefit of using WorkStreamsTM workflow management system is the increased efficiency in the customer fulfillment process. WorkStreamsTM capabilities empower teams to consistently exceed customer expectations! Assign work, pass it on, alert workers, track progress, and gather data with ease. Use WorkStreams to clearly define your top priorities. Save hours by keeping work and information organized. Empower business managers to eliminate wasteful activities, define optimal workflows, and gain company visibility. -
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Admincontrol Board Portal
Admincontrol
Our board portal is a secure and efficient tool for interaction and document sharing among the board, executive management and other key stakeholders. We offer data rooms tailored to document sharing, process support and access control within due diligence and other business-critical processes. For Admincontrol, security and privacy are at the center of everything we do; in developing our solutions, as much as in day-to-day operations and activities. This is a place where employees genuinely care about each other, while focusing on building strong professional teams. Employee satisfaction is measured at 5.5. on a scale of 1-6. That says a lot! Visit our career center to see our vacancies and sign up for updates. 100.000+ users currently benefit from our solutions. Our solutions are tailored for board work and due diligence. Digital collaboration & document sharing. -
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Whatfix
Whatfix
Whatfix is a leading Digital Adoption Platform that helps companies deliver modern and easy onboarding, effective training and better support to users through contextual content displayed at the time of need. Whatfix powers-up software solutions by lending incredible simplicity, intuitiveness and personalization. Several Fortune 500 enterprises worldwide trust Whatfix to ensure quick ROI on their technology investments and improve end-user productivity and performance. -
40
Bit.ai
Bit Tech Labs
The World's Most Powerful Workplace and Document Collaboration Platform. Built for teams and individuals to create, collaborate, and organize all your work in one place from anywhere in the world. Create fast dynamic notes, documents, wikis, knowledge bases, projects, client deliverables, training guides and client portals, while integrating across the apps you work with. Organize all your work in one place. Use Bit for smart notes, research, freelance work, client deliverables, classwork & more in one beautiful place. Work with your team, clients, partners or students, regardless of where they are located and collaborate on projects together in real-time. Utilize guest access to bring clients, partners and contractors into your world. Bit scales across your entire organization, regardless of whether everyone is in one location or distributed across the globe. Keep all your company knowledge across departments, teams, projects, and clients organized in one central hub.Starting Price: $8 per user per month -
41
Capacity
Capacity
Capacity is the world’s first Work Automation Platform, powered by artificial intelligence, that automates support for your customers and employees. The Capacity AI continuously learns from organizational knowledge and the interactions within your business to automate your helpdesk, processes, and decisions in real time. Key Benefits: Grow revenue with lower costs. Reduce the time and money spent answering repetitive questions with a new kind of helpdesk that enables you to escalate from tier-0 to tier-1 support with ease. Increase employee engagement. Employees are inundated with emails, phone calls, shoulder taps, and tickets. Empower your team with instant access to centralized knowledge, so your support team can focus on strategic goals and tasks that require higher-level thinking. Improve customer satisfaction. Customers have a lot of questions. Give your customers the experience they deserve with instant answers to their FAQs 24/7. -
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Teamogy
AD-IN-ONE
Teamogy is a system that covers all of your company needs. More time for core business. Improved cooperation. Increased profit. Profesionally managed projects. All in one system! Dedicate most of your time and energy to your core business – creativity, projects, and clients. Cooperate smoothly, even if part of your team works remotely. All you need is a web browser and internet connection. Get a great overview of your entire company operations on-demand and up-to-date, including job management, important documents, time tracking and management, and financial results. With Teamogy, you can schedule the tasks and time of your workforce on individual clients. At the same time, you can keep track of the time actually worked. Without asking, you know what your people are currently working on and how effective they are. It is used by hundreds of satisfied agencies around the world. -
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TaskMap
Harvard Computing Group
TaskMap® Business Process Mapping Software has been designed to meet the growing demand for a simple,affordable way to document and implement processes. Other business process mapping tools are too complicated and disorganized to present enough detail to properly convey every step of a process. Process maps created with TaskMap allow for details regarding individual Tasks (Responsible Roles, Guidelines, Resources, Time, Sub-processes, etc) to be presented on every Task in a neat and organized manner. TaskMap makes documenting your business processes so simple, anyone can do it. This enables process owners to document their own processes, putting the power of change in the hands of the real expert. After all, who knows the job better than the person who actually performs it.Starting Price: $249 one-time payment -
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WIP-IT Work-In-Progress tracking
TSC Business Solutions
WIP-IT is a Work-In-Progress tracking, or Job Tracking system designed for SMEs and small businesses. The system uses barcode technology and shop floor data collection terminals to enable you to scan products as they pass through each step of the manufacturing process, giving you vital, real-time data such as their locations in the workshop and the tasks performed on them. Work-In-Progress tracking, or WIP tracking, refers to the tracking of a Job or Works Order through the manufacturing process. In a WIP system, each item is tracked uniquely as it is fabricated, manufactured or processed. There are normally several steps to the manufacturing process and at each stage, the item, or its Works Order sheet will be scanned and the required actions recorded. This process provides a very accurate record of the item's journey through assembly to finished product. With this information, you also have a line of accountability when there are defects or production issues. -
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Workheld
Workheld GmbH
Workheld is a workforce management platform that increases the efficiency and clarity of production, assembly, service and maintenance processes. The software system creates a platform for efficient planning, work execution and documentation. The software's key features include efficient planning and scheduling tools, an integrated management of equipment, materials and tools as well as functions to document working and travel times, defects, expenses, material consumption and many other details, including images and documents. Reports can be generated automatically and signed directly on site by the customer or technician.Starting Price: €42.00/month/user -
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Fabasoft Approve
Fabasoft
Large-scale projects often involve orders that each generates thousands of technical documents that you and other stakeholders need to review and approve, things like dimensional drawings and 3D models. Fabasoft Approve integrates you, your suppliers, and your customers into automated transmission, review, and approval processes that minimize manual work and increase transparency. Have access to the very latest plans and documents. In keeping with the single source of truth principle, all your data is securely stored in one central location in Fabasoft Approve, where it is accessible to you at all times. Never miss a deadline again. With Fabasoft Approve automatic alerts remind you and everyone involved in the process to finish their tasks on time. Replace manual tasks with automated processes. Fabasoft Approve puts an end to tedious, time-intensive document searches and endless document tracking. -
47
Chronos Workflow Platform
Chronos Systems
Ready-to-use process automation software with build-in document management and e-signatures with timestamp solution. CWP offers an intuitive, easy and very flexible interface to create, manage and streamline all or a variety of your business processes and back-office tasks too in one web-based system. We help your business to move from paper-based or manual processing of business activities to powerful, step-by-step procedures with workflow steps delivering tasks to your To-Do list. Nowadays, it is impossible for corporations to increase their efficiency and competitiveness without streamlining and digitizing some or all their business processes. It is also critical that companies can quickly adjust their activities and policies based on the ever-changing market conditions and legal environments.Starting Price: $99 per month -
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TRXio
Cairnstack Software
Cairnstack Software provides cloud-based inventory tracking systems to help small businesses and enterprise-level organizations track and monitor products, people, and processes. TRXio is a resource management tool for effective growth that ensures you have the right inventory, in the right places, at the right time. With our item level traceability platform, you can easily manage loss before it happens. TRXio offers tools to discover operational trends, see current inventory status and movement analytics, but also highlights areas for improvement with reflections in reporting that your accounting platform simply cannot offer.Starting Price: $80/user/mo. -
49
Questmate
Questmate
Questmate enables teams and individuals to get done more with less, all by the power of Quests 🚀Quests provide automation and rigor to manual processes 🤖👷 Reducing errors and risks and ultimately removing stress while getting things done 🥳 Scaling from small teams to teams of teams, Quests can power everything from onboarding experiences and operational checklists, to your deal closing procedures, product development processes and assembly line flows. Check out our Quest Library for even more ideas, it’s growing every day. Use-case example: Visitor Management: Welcome your visitors with a professional and intuitive sign-in system that you can setup in less than 5 mins in 3 easy steps: 1. 🗣️ Add your company name and choose where you want notifications to be sent. 2. 💄 Customize your sign-in flow with custom questions, and even links to external sources like an NDA agreement. 3. 🔗 Make your sign-in quest publicStarting Price: $25 per month per user (Team) -
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Mitratech TAP Workflow Automation
Mitratech
Forms and process automation software that’s proven in practice. For ease of use, process acceleration, and faster Time-to-Value. Workflows and digitized forms can be designed and published in just hours or days, not months, thanks to TAP’s drag-and-drop UI – and are executed in a fraction of the time of traditional processes. Drive more effective and rapid teamwork, even across multiple departments and outside resources. Plus, automated notifications, e-signatures, and role-based access features ensure proper, timely contributions. Managers get visibility into every workflow to monitor and fine-tune performance. Users share centrally-stored common assets, and all workflows and documents are automatically archived for security and review. Best practices and compliance can be embedded in every workflow to mitigate risks. Even as automating repetitive tasks reduces human error while cutting costs, delivering fast Time-to-Value and ROI.